Brad Shepard and Ryan Krystopowicz of WisdomTree join us to break down their recent model portfolio survey and share their experience from working with advisors as a model portfolio provider.
Scott McKennaAugust 26, 2020
When it comes to US Sector-specific ETFs, there are four significant players. Probably the most well known is State Street, with their SPDR Select Sector line of products. These names…
EmilAugust 17, 2020
In episode three, we cover everything from fintwit to being a fiduciary, and hear from Vance about common gaps that financial advisors leave in financial planning for their clients.
Scott McKennaAugust 14, 2020
